Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
$1.01M Sell
19,699
-1,059
-5% -$54.2K 0.11% 180
2020
Q4
$923K Buy
20,758
+1,434
+7% +$63.8K 0.1% 199
2020
Q3
$702K Sell
19,324
-6,208
-24% -$226K 0.08% 213
2020
Q2
$1.4M Buy
25,532
+5,608
+28% +$308K 0.16% 142
2020
Q1
$682K Sell
19,924
-1,775
-8% -$60.8K 0.1% 196
2019
Q4
$1.15M Sell
21,699
-1,000
-4% -$52.9K 0.13% 169
2019
Q3
$1.19M Buy
+22,699
New +$1.19M 0.14% 163